Cape Investment Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cape Investment Advisory’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$621K	Sell
2025 Q1	$566K	Sell
2024 Q4	$660K	Sell
2024 Q3	$744K	Buy
2024 Q2	$703K	Sell
2024 Q1	$685K	Sell
2023 Q4	$713K	Buy
2023 Q3	$613K	Sell
2023 Q2	$656K	Sell
2023 Q1	$624K	Buy